Retail Mortgage Loan Originator

Truist Financial
Memphis, Tennessee
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Organizational","Written communication","Verbal communication","Interpersonal skills","Negotiation skills"]

Drive sales and marketing of Truist mortgage loan products within bank policies, meeting mortgage production goals through effective marketing plans and qualified referrals. Provide mortgage clients sound advice based on client needs and Truist mortgage offerings, execute the referral process to other bank solutions, and support mortgage loan fulfillment by following up on client, attorney, and appraiser documents as needed for quality control or post-closing review.

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Truist Financial
Truist Financial
2 months ago

Retail Mortgage Loan Originator

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Last checked: 4 days agoStatus: Live

Job Summary

Drive sales and marketing of Truist mortgage loan products within bank policies, meeting mortgage production goals through effective marketing plans and qualified referrals. Provide mortgage clients sound advice based on client needs and Truist mortgage offerings, execute the referral process to other bank solutions, and support mortgage loan fulfillment by following up on client, attorney, and appraiser documents as needed for quality control or post-closing review.
Location: Memphis, Tennessee
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute mortgage marketing and development plans to meet or exceed mortgage production goals.
  • •Maintain thorough knowledge of mortgage strategies, policies/procedures, and secondary market investor guidelines.
  • •Comply with Truist policies and state/federal rules and regulations.
  • •Provide mortgage clients sound advice based on client needs and Truist mortgage products.
  • •Execute Truist referral process and assist mortgage loan fulfillment with document follow-up for quality control or post-closing review.
Travel: Extensive travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •1+ year(s) of experience in banking and/or lending with basic knowledge of residential property types.
  • •Ability to demonstrate good organizational and written/verbal communication skills.
  • •Solid interpersonal and negotiation skills.
  • •Demonstrated proficiency in relevant computer applications.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment (including new/transfer registration and applicable NMLS background check).
Experience:1+ yearsLendingResidential mortgage
Education:Bachelor's in Business, Marketing, Accounting, or related studies (preferred)
Skills:OrganizationalWritten communicationVerbal communicationInterpersonal skillsNegotiation skills
Licenses:SAFE Mortgage Licensing Act compliantMortgage Licensing (NMLS registration)
Languages:English
Tech Stack:Computer applicationsPCKeyboardMouseCopy/fax machinesPrintersNMLS

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn